For advisors and firms
Spend your time advising, not assessing.
ERVOS does the heavy assessment work and drafts a polished, consistent deliverable. You review it, approve it, and put your attention where clients value it most.
Business Consultants
Serve more owners without adding hours.
- Assessments in a fraction of the time. ERVOS gathers the answers and drafts the analysis.
- A deliverable that wins trust. A clear score, a roadmap, and a finished PDF report.
- You stay in control. Nothing reaches your client until you approve it.
- Fits the way you already work. Use it at intake, mid-engagement, or for regular check-ins.
Financial institutions and planning firms
A new service for owner clients. No new staff.
Your business-owner clients will sell someday. ERVOS gives your advisors a structured way to help them get ready, and gives those clients a reason to stay with you through the sale.
- The same engine and quality across every advisor
- Advisor review built in before anything reaches a client
- An experience that carries your brand
- Licensed to your firm
What advisors ask first
Will it replace me?
No. It handles the assessment work so your time goes to advising. You review and approve every result.
Can I trust the AI's draft?
You don't have to take it on faith. You read it, edit it, and decide what your client sees.
Is it a valuation?
No. ERVOS measures readiness and shows what to fix. It does not replace a formal appraisal.
What does it cost?
Pricing is still under consideration. Request a demo and we'll walk through options with you.